Customer Operations Specialist
New
Mexico. Colombia. Argentina. Costa Rica. Jamaica, U.S. Business HoursFull-TimeMiddle
Salary not disclosed
Apply NowOpens the employer's application page
Job Details
- Languages
- English
- Experience
- 2–4+ years
- Required Skills
- SalesforceMicrosoft ExcelCRMCustomer supportSaaSGoogle Sheets
Requirements
- 2–4+ years in contract administration, operations, billing, or customer support.
- Experience with Salesforce (or similar CRM).
- Experience with DocuSign.
- Strong proficiency in Google Sheets / Excel.
- High attention to detail (low error tolerance).
- Strong written and verbal English communication.
- Comfortable with outbound calls.
- Comfortable with follow-ups.
- Comfortable with objection handling.
- Ability to manage multiple workflows simultaneously.
- Experience working with Recurring revenue (RMR) models (Nice to Have).
- Experience with billing or collections workflows (Nice to Have).
- Exposure to high-volume contract environments (Nice to Have).
- Exposure to SaaS or service-based businesses (Nice to Have).
Responsibilities
- Own all customer contracts end-to-end, maintaining a single source of truth for contract status, terms, and coverage.
- Maintain master tracking sheets in Excel / Google Sheets for renewal dates, contract durations, and special terms.
- Conduct daily outbound outreach (email + calls) to identify customers without signed contracts and drive agreements via DocuSign.
- Update contract data and RMR (Recurring Monthly Revenue) in Salesforce, logging all activities and updates for audit tracking.
- Create and manage agreements for new services and account updates, ensuring proper execution and storage.
- Ensure AutoPay enrollment for applicable customers, track exceptions, and maintain compliance.
- Conduct follow-ups on overdue accounts and support overall revenue collection efforts.
- Deliver daily reports on outreach activity, contracts sent/signed, and progress metrics.
- Identify workflow inefficiencies and improve outreach scripts, templates, and tracking systems.
View Full Description & ApplyYou'll be redirected to the employer's site
